Overview

• Clear hook: distinguishes "CIPC accepted it" from "the register is correct," which is the right framing for a practitioner audience already doing this filing.
• Good use of current pressure points to justify urgency: SA's October 2025 exit from the FATF grey list, the ongoing CIPC non-compliance backlog, SARS's May 2026 administrative penalties on trust returns, and the next FATF review round — these are all worth fact-checking against source dates before publishing, since a ticket reviewer can't verify them from the document alone.
• The "practitioners who do the filing rather than read about it" framing, plus the live tracing exercise and running polls, differentiates this from a generic compliance overview. Worth confirming the live-tracing exercise is genuinely interactive (not just a worked example) since that claim sets audience expectations for a pre-recorded format with live Q&A only.
• One internal tension to flag for the ticket: the format is "pre-recorded presentation, with the presenter attending the live broadcast for questions" — but the Overview promises "polls and questions running throughout." Worth confirming polls are technically supported in a pre-recorded broadcast, or whether that description needs softening.

Webinar Content

• Content is logically sequenced: context → registers → who must file → thresholds/tracing → deadlines → filing pack → rejections → the separate trust regime → SARS/FICA overlap. This is a sensible practitioner build-order.
• Strong points: the 10% securities-transfer trigger for regulated companies, the section 11A trust regime (no percentage threshold — a common source of practitioner error), and the FICA Schedule 1 accountable-institution question for the practice itself are all genuinely practitioner-level details, not just a restatement of the Companies Act.
• Gap to flag: "five reasons filings get rejected" is listed as a bullet but not enumerated — reasonable for a syllabus, but the ticket should confirm the presenter has these five ready and they aren't still being finalised.
• Consider whether "CIPC's optimised pathway" will be self-explanatory to all target audience segments (trust administrators, practice managers) or needs a one-line gloss in the content description itself, since it's introduced without definition.

Competencies Developed

• The nine listed outcomes map reasonably well onto the content bullets (each has a traceable source topic), which is good practice for a coverage/outcomes document.
• These outcomes sit naturally within a tax-technical / compliance competency area — if you're mapping this into The Tax Faculty's competency framework for the coverage document, the tracing-through-layers outcome and the "advise on remediation" outcome look like they'd sit under different competency levels (technical application vs. advisory judgement) rather than the same one — worth checking which framework element(s) this is being mapped against before the ticket closes.
• "Assess whether the practice is an accountable institution... and what follows if it is" is phrased as one competency but is really two (assessment + consequence-advisory) — may be worth splitting for assessment purposes if this feeds into a marked outcomes document.

Presenter

Bernice Houy - Founder & CEO, Fintura

Bernice is a South African accountant, tech entrepreneur, and the founder of Fintura, a fintech platform modernizing daily accounting workflows. With over 12 years of hands-on professional experience , Bernice transitioned from running a Top Women-certified accounting practice to scaling fintech solutions on the global stage. She is the 2025 South African Champion of the Startup World Cup and a global startup mentor , recognized for her deep industry expertise and vocal advocacy for women in finance.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 1 hours of Tax CPD.

Event Investment

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